Making a home dashboard
Having a place to go home helps me reset to get an overview of what is going on.
This is where I rely on the canvas plugin.
![](https://dannyhatcher.com/wp-content/uploads/2023/04/Create-canvas.gif)
Combining the canvas with a query file.
![](https://dannyhatcher.com/wp-content/uploads/2023/04/Create-query-canvas.gif)
Then narrowing the cards in the canvas to the query sections I want.
![](https://dannyhatcher.com/wp-content/uploads/2023/04/Narrow-to-heading.gif)
By holding ctrl while dragging a card you can duplicate it. Then narrow it to a different heading.
![](https://dannyhatcher.com/wp-content/uploads/2023/04/duplicate-card-in-canvas.gif)
I keep the file name on the card so I can double click to quickly navigate to the heading or file.
![](https://dannyhatcher.com/wp-content/uploads/2023/04/Double-click-canvas-zoon.gif)
Creating a home workspace
Making this a workspace is done with the core plugin.
![](https://dannyhatcher.com/wp-content/uploads/2023/04/Make-a-workspace.gif)
Using the workspace plus plugin gives the option to link a workspace to a hotkey.
In my case, I link a workspace to a command in commander.
![](https://dannyhatcher.com/wp-content/uploads/2023/04/Add-home-commander.gif)
Now the home canvas can be accessed by the home button in the ribbon.
![](https://dannyhatcher.com/wp-content/uploads/2023/04/Home-workspace-button.gif)
This can be repeated for other workspaces. I typically have a temporary or ‘temp’ workspace.
![](https://dannyhatcher.com/wp-content/uploads/2023/04/Temp-workspace-button.gif)
Changing the save workspace hotkey means I can save my ‘checkpoint’ to the temp file. My preference is `ctrl + s`
![](https://dannyhatcher.com/wp-content/uploads/2023/04/workspace-save.gif)
For a clearner ribbon I remove all commands I wont use in the appearance settings.
![](https://dannyhatcher.com/wp-content/uploads/2023/04/Ribbon-appearnce-setting.gif)
Removing ribbon commands does need to be done for each workspace as all settings are saved.
Setting up the queries
Before creating any queries I turn on the dataview js option. This allows javascript to be used. My main use case is so other plugins can use all of dataview’s features.
![](https://dannyhatcher.com/wp-content/uploads/2023/04/dataview-js.gif)
Projects are the main thing I want to see. So I go through the dataview process.
- Type = table
- Information = status and priority
- Source = from project tag
- Filter = remove template files
- Sort = High priority down to low
![](https://dannyhatcher.com/wp-content/uploads/2023/04/prject-dashboard-query.gif)
I also like to rename my table views so I know what I am looking at.
![](https://dannyhatcher.com/wp-content/uploads/2023/04/rename-project-column.gif)
` ` `dataview
table without id file.link as “Projects”, Status, Priority
from #Project
where !contains(file.name, “Template”)
sort choice(Priority = “High”, “1”, choice(Priority = “Medium”, “2”,”3″)) asc
` ` `
Adding table options
Each file tagged with Project will now appear in the query. To make sure it is always included I add that to my project template.
For the status and priority information, I also add it to the template.
![](https://dannyhatcher.com/wp-content/uploads/2023/04/Project-template-file.gif)
As the status and priority information is the frontmatter I can make customizing them easier with metadata menu. First I create a project class.
![](https://dannyhatcher.com/wp-content/uploads/2023/04/Create-project-class.gif)
As the status and priority information is the frontmatter I can make customizing them easier with metadata menu. First I create a project class.
![](https://dannyhatcher.com/wp-content/uploads/2023/04/Class-map-tag.gif)
As the status and priority information is the frontmatter I can make customizing them easier with metadata menu. First I create a project class.
![](https://dannyhatcher.com/wp-content/uploads/2023/04/Single-list-field.gif)
As the status and priority information is the frontmatter I can make customizing them easier with metadata menu. First I create a project class.
![](https://dannyhatcher.com/wp-content/uploads/2023/04/Field-change-in-dataview.gif)
Creating quick add options
Combining the quick add plugin with commander allows for project to be created faster. First we need a quick add.
![](https://dannyhatcher.com/wp-content/uploads/2023/04/Template-quick-add.gif)
Attach the template file.
Select the folder location for the new project.
This for me is the project folder.
![](https://dannyhatcher.com/wp-content/uploads/2023/04/Project-quick-add.gif)
By clicking the lightning bolt, the quick add becomes it’s own command.
Using commander, you can turn the quick add into a button you can push.
![](https://dannyhatcher.com/wp-content/uploads/2023/04/Quick-add-commander.gif)
However, if there are lots of types of projects, I add the quick add option to the command instead giving me a drop-down selection of the templates.
“QuickAdd: Run QuickAdd”
![](https://dannyhatcher.com/wp-content/uploads/2023/04/Quick-add-list-commander.gif)
This can be made easier with the quick add multi-option.
This acts like a folder.
![](https://dannyhatcher.com/wp-content/uploads/2023/04/Multi-list-commander.gif)